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Asset Allocation

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Anonymous

14y ago
Updated: 9/27/2023

Asset Allocation

The asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio. Click on the "View Report" button for a detailed look at your results.

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Wiki User

14y ago

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How do you make personal investment?

First, consider your risk tolerance, time period nad expected return; Second, do your asset allocation with a sufficient diversification; Third, manage your portfolio and rebalance the asset allocation.


What is meant by the term asset allocation mutual funds?

Asset allocation mutual funds are funds in which a portion of the funds are dedicated to specific stocks or bonds. With that in mind, the controller of the mutual fund ensures that funds are proportioned correctly.


What is the difference between asset allocation and diversification in investment portfolios?

Asset allocation refers to the strategy of dividing investments among different asset classes, such as stocks, bonds, and cash, to manage risk and achieve specific goals. Diversification, on the other hand, involves spreading investments within each asset class to further reduce risk by not putting all eggs in one basket. In essence, asset allocation focuses on the big picture of where to invest, while diversification focuses on spreading investments within those chosen areas.


What is the Asset Allocation percentages of HDFC Prudence Fund?

HDFC Prudence Fund is a Balanced Fund that invests a healthy portion of its assets in Debt and other Fixed Income Instruments. The Asset Allocation % on the various asset categories for this fund is as follows: Equity - 61.36% Debt - 20.85% Others - 14.13% (This includes Equity related products like Derivatives & other Instruments) Money Market - 2.3% Cash - 1.35%


What factors should be considered when determining the optimal investment mix for a diversified portfolio?

When determining the optimal investment mix for a diversified portfolio, factors to consider include risk tolerance, investment goals, time horizon, market conditions, asset allocation, and diversification across different asset classes.

Related Questions

What is the difference between asset management and strategic asset management?

"Strategic asset management" could refer to "strategic asset allocation", i.e. long-term asset allocation - whereas "tactical asset allocation" refers to short-term investments.


Do asset allocation funds affect my retirement plans?

Asset allocation funds should be available to everyone.Most brokers have this program. Asset allocation funds will not only minimize the risk but also optimize your return.


Where can I learn about Asset Allocation, in Gainesville, FL?

There are many investors that can help you with Asset Allocation information. Looking online is also a good way to find some good information.


What has the author Ken Nyholm written?

Ken Nyholm has written: 'Strategic asset allocation in fixed-income markets' -- subject(s): Mathematical models, Asset allocation, Asset-liability management, OverDrive, Business, Finance, Nonfiction


Where do I find a beginners guide to Asset Allocation Models?

An overview of Asset Allocation models can be found on the SEC Gov or Money By The Book websites. It is also discussed on the Beginners Invest site as well as other websites that deal with asset financing.


How do you make personal investment?

First, consider your risk tolerance, time period nad expected return; Second, do your asset allocation with a sufficient diversification; Third, manage your portfolio and rebalance the asset allocation.


How do you deal with asset allocation by age?

If a person getting an asset allocation by age inheritance is looking at what to do with it, the most obvious thing would be to put in in the bank and let it roll over until the person is ready to retire.


What is meant by the term asset allocation mutual funds?

Asset allocation mutual funds are funds in which a portion of the funds are dedicated to specific stocks or bonds. With that in mind, the controller of the mutual fund ensures that funds are proportioned correctly.


What is depreciation and why is it included in the balance sheet?

Depreciation is allocation of fixed asset cost to income statement of useful life of asset that's why shown as reduction in fixed asset value.


What is the difference between asset allocation and diversification in investment portfolios?

Asset allocation refers to the strategy of dividing investments among different asset classes, such as stocks, bonds, and cash, to manage risk and achieve specific goals. Diversification, on the other hand, involves spreading investments within each asset class to further reduce risk by not putting all eggs in one basket. In essence, asset allocation focuses on the big picture of where to invest, while diversification focuses on spreading investments within those chosen areas.


Is depriciation a fixed cost?

Yes depreciation is a fixed cost of business which is an allocation of fixed asset cost over period of asset life.


What is a proactive strategy designed to direct resources to known crime areas?

Asset Allocation.